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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $12,735 |
BORIS BENIC AND ASSOCIATES LLP2+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $10,726 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,350 | $45,041+2.9% | $63,003-26.4% | $70,131-33.9% |
| Participation rate | 80.9% | 69.5%+11.3pp | 74.8%+6.0pp | 69.5%+11.3pp |
| Annual return | 4.72% | 18.76%-14.0pp | 87.59%-82.9pp | 73.14%-68.4pp |
| Employer contribution / active EE | $4,081 | $2,052+98.9% | $2,760+47.8% | $2,342+74.2% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $173 | $2,836-93.9% | $3,600-95.2% | $4,645-96.3% |